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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.2 years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $67,627 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 P.O. BOX 17748 · DENVER, CO 802170748 | Securities Custodian | $7,247 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,634 | $53,925-52.5% | $75,501-66.0% | $69,631-63.2% |
| Participation rate | 78.2% | 71.2%+7.0pp | 72.4%+5.8pp | 70.7%+7.5pp |
| Annual return | 12.85% | 17.84%-5.0pp | 27.35%-14.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $1,395 | $1,802-22.6% | $2,352-40.7% | $2,032-31.4% |
| Participant deferral / active EE | $1,812 | $2,569-29.5% | $3,142-42.3% | $3,224-43.8% |
| Admin fee / account holder | $188 | $97+94.1% | $5,801-96.8% | $110+70.6% |